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Carolinas Wealth Consulting’s United Fire Group UFCS Stock Holding History

Carolinas Wealth Consulting’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$769 – 1094
2024
Q4 		$769 Buy
+27
New +$681 ﹤0.01% 970
2024
Q3 		– Sell
-32
Closed -$688 – 1098
2024
Q2 		$688 Sell
32
-2
-6% -$44 ﹤0.01% 965
2024
Q1 		$740 Sell
34
-2
-6% -$44 ﹤0.01% 939
2023
Q4 		$724 Sell
36
-1
-3% -$20 ﹤0.01% 867
2023
Q3 		$745 Sell
37
-1
-3% -$21 ﹤0.01% 878
2023
Q2 		$861 Sell
38
-7
-16% -$173 ﹤0.01% 931
2023
Q1 		$1.2K Hold
45
– – ﹤0.01% 864
2022
Q4 		$1.23K Sell
45
-2
-4% -$58 ﹤0.01% 870
2022
Q3 		$1K Hold
47
– – ﹤0.01% 863
2022
Q2 		$2K Hold
47
– – ﹤0.01% 785
2022
Q1 		$1K Hold
47
– – ﹤0.01% 892
2021
Q4 		$1K Buy
47
+1
+2% +$22 ﹤0.01% 941
2021
Q3 		$1K Hold
46
– – ﹤0.01% 915
2021
Q2 		$1K Sell
46
-1
-2% -$31 ﹤0.01% 923
2021
Q1 		$2K Hold
47
– – ﹤0.01% 837
2020
Q4 		$1K Sell
47
-10
-18% -$228 ﹤0.01% 843
2020
Q3 		$1K Buy
+57
New +$1.43K ﹤0.01% 893

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Carolinas Wealth Consulting's UFCS Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of United Fire Group (UFCS) in Q1 2025, closing a stake of 27 shares — an estimated $769 sold.

Carolinas Wealth Consulting first reported a position in UFCS in Q3 2020 and held it in 17 quarters. The position peaked at $2K in Q2 2022. 182 funds tracked by Wall St. Rank hold UFCS as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining United Fire Group position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 27 United Fire Group shares in Q1 2025, an estimated $769.
  • Carolinas Wealth Consulting first reported a position in United Fire Group in Q3 2020 and held it in 17 quarters.
  • Carolinas Wealth Consulting's United Fire Group position peaked at $2K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held United Fire Group as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.